South Street Advisors LLC
Top Portfolio Positions
82 positions ·
$688,222,824 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
337,834 | $58,918,249 | 8.56% | |
| APH |
Amphenol Corp /De/
Technology
|
267,313 | $33,774,997 | 4.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
114,395 | $32,895,426 | 4.78% | |
| PWR |
Quanta Services, Inc.
Industrials
|
59,315 | $32,565,121 | 4.73% | |
| AAPL |
Apple Inc.
Technology
|
124,509 | $31,599,139 | 4.59% | |
| GFI |
Gold Fields Ltd
Basic Materials
|
628,718 | $28,543,797 | 4.15% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
118,507 | $27,311,123 | 3.97% | |
| MSFT |
Microsoft Corp
Technology
|
72,227 | $26,736,268 | 3.88% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
164,246 | $26,230,086 | 3.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,934 | $25,692,855 | 3.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in USFD
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,849,672 | 269,490 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,603,409 | 273,545 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,601,674 | 294,984 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,975,933 | 298,350 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,645,069 | 300,108 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,372,987 | 302,001 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,848,581 | 306,481 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $17,019,719 | 321,248 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $17,140,818 | 317,599 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,262,872 | 314,091 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,493,550 | 314,699 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||